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Technology Stocks : VLSI Technology - Waiting for good news from NASDAQ !!!
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To: otter who wrote (4944)12/9/1998 10:23:00 AM
From: orkrious  Read Replies (1) of 6565
 
Otter, re

Here are the factors to consider in my opinion:

1. Do they have a quality product - in their niche - that people want to buy? The answer is in my opinion, 'yes'.
2. How loyal are their customers? Answer: within the bounds of good business sense, my feeling is that a certain loyalty exists.
3. Are macro-level conditions such that a recovery is likely? My sense: Yes.
4. Is VLSI and are VLSI's customers gaining business? Answer: yes.

So, with all due respect to those who think that management issues exist, the issue at hand is whether or not a position in the company will yield a return.... and if you believe it can, then how you feel about 'management' ought not to be the deciding factor.


Otter, I agree with you on each item 1-4. However, I suggest you go back and look through the posts just after the last conference call in mid-October. Everyone said Stein did a terrible job and clearly showed incompetence.

The only reason I bought more at 19 (on the way down) was because of what Beyer said in the 2Q conference call. I was impressed with him. Then, he was history. A debacle by Stein handled without even a press release.

The only reason I did not bail on my investment was because of items 1-4. However, if Stein left and we got a good CEO, the stock would rocket. But since he runs this company for the benefit of himself instead of them shareholders, they are getting no more of my money.

Jay
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